2020-05-13T00:00:00-0400

2020-05-13T00:00:00-0400

5th Annual Private Wealth California Forum Los Angeles | May 13, 2020 Request Agenda


The Private Wealth California Forum is California's leading conference for family offices, high net worth wealth managers and private banks from throughout the region. The forum’s content was developed through hundreds of one on one meetings with the HNW family wealth management community and the programs speaker faculty is primarily comprised of leaders in the sector from across California. Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the regional family office and high net worth wealth management community.


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REQUEST AGENDA

Please note only corporate email addresses will be accepted only. If you have any questions or problems registering, please contact us.

Key Discussion Topics

ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK 

Currently, we find ourselves in a positive domestic GDP environment, with optimistic corporate earnings growth, a strong dollar and a volatile stock market. What is to be expected in 2019 and beyond?

EMERGING ANDOPPORTUNISTIC ALTERNATIVE INVESTING

Private Equity, Venture, Hedge Funds and other alternatives investments hold appeal for wealthy families. How are wealth managers viewing future allocations as valuations increase and dry powder sits on the sidelines?

FIXED INCOME INVESTMENTS

Global growth remains positive and central banks around the world continue to unwind what has been a very accommodative monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.

EQUITIES AND THEIR IMPACT ON PORTFOLIOS

Huge opportunities remain available for investors considering (I would change“considering” to “making” predictions for 2019. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?  

REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIES

With volatility expected to continue throughout 2019 in public markets, investors with an appetite for less risk will be turning to real estate and other real assets investments. Still, finding the best opportunities will require great due diligence and patience. 

ASSET ALLOCATION

With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies address the balance between risk and opportunity. 


REGISTRATION

INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.

MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.

PRICING

Early Bird $800 01/09/20
Level 1 $1,100 02/06/20
Level 2 $1,400 03/05/20
Level 3 $1,700 04/02/20
Level 4 $2,000 05/12/20

VENUE


Omni Los Angeles Hotel at California Plaza
251 S Olive Street
Los Angeles, California
United States 90012
CLICK TO VISIT VENUE WEBSITE

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

Sales@marketsgroup.org

Allocator Attendance

+1 347-778-2568

IR@marketsgroup.org

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+1 212-600-8631

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